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New How To docs for Solicitor Case Manager

Solicitor Case Manager

A number of new “How To” helpsheets have been made available in the Solicitor Case Manager resources section of the Support web site, at the SCM Documentation page.

The Helpsheets are intended to assist with a variety of common questions that our Support team encounters occasionally, and can be downloaded instantly (no password required).

You will find them in the SCM V5 General How To Helpsheets section of the page linked above.

The topics covered by the Helpsheets are as follows:-

  • How to Clear the Forms Cache in Outlook
  • How to Convert SCM documents into PDF
  • How to Export Time Records in to Milllennium Accounts
  • How to Format Merge Fields
  • How to Logout a User
  • How to re-enable the OPSIS SCM Toolbar within Outlook
  • How to Release Locked Documents
  • How to Reset User Passwords
  • How to solve the “Switch To…” Window
  • How to Use the Add Document to SCM Utility

We hope you find them useful.

If you have any ideas for topics you think might be useful as a Helpsheet (so that other users can benefit too), why not tell us about it in The OPSIS Forum. There is a starting post in the Case Manager forum under the OPSIS Products section. If you are not already a member of the forum you can register to join very easily.

Alternatively, you are welcome to Leave a Reply on this news article.

Thanks
OPSIS Support Team

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